Last Update: 31 October 2022

The Warren Buffett Portfolio obtained a 9.34% compound annual return, with a 13.41% standard deviation, in the last 30 Years.

The US Stocks Portfolio obtained a 9.79% compound annual return, with a 15.27% standard deviation, in the last 30 Years.

Summary

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Warren Buffett Portfolio US Stocks Portfolio
Risk Very High Very High
Asset Allocation Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
30 Years Stats Return +9.34% +9.79%
Std Dev 13.41% 15.27%
Max Drawdown -45.52% -50.84%

Last Update: 31 October 2022

Historical Returns as of Oct 31, 2022

Comparison period starts from January 1871

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Warren Buffett Portfolio +6.89 -5.43 -15.46 +9.39 +11.52 +9.34 +8.62
US Stocks Portfolio +8.11 -5.43 -16.87 +9.80 +12.41 +9.79 +9.02
(*) Returns over 1 year are annualized

Capital Growth as of Oct 31, 2022

Warren Buffett Portfolio: an investment of 1000$, since November 1992, now would be worth 14575.23$, with a total return of 1357.52% (9.34% annualized).

US Stocks Portfolio: an investment of 1000$, since November 1992, now would be worth 16480.55$, with a total return of 1548.05% (9.79% annualized).

Warren Buffett Portfolio: an investment of 1000$, since January 1871, now would be worth 282468077.52$, with a total return of 28246707.75% (8.62% annualized).

US Stocks Portfolio: an investment of 1000$, since January 1871, now would be worth 497993412.44$, with a total return of 49799241.24% (9.02% annualized).

Drawdowns

Drawdown comparison chart since October 1992.

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Warren Buffett Portfolio
US Stocks Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-50.84% Nov 2007 Feb 2009
-45.52% Nov 2007 Feb 2009
-43.94% Sep 2000 Sep 2002
-39.67% Sep 2000 Sep 2002
-24.81% Jan 2022 Sep 2022
-23.08% Jan 2022 Sep 2022
-20.84% Jan 2020 Mar 2020
-17.57% Jul 1998 Aug 1998
-17.49% Feb 2020 Mar 2020
-15.04% May 2011 Sep 2011
-14.20% Oct 2018 Dec 2018
-13.83% Jul 1998 Aug 1998
-12.09% Oct 2018 Dec 2018
-8.84% Jun 2015 Sep 2015
-8.44% Apr 2000 May 2000
-7.73% Aug 2015 Sep 2015
-7.43% Feb 1994 Jun 1994
-6.82% Apr 2012 May 2012
-6.47% Feb 1994 Mar 1994
-6.45% May 2019 May 2019

Drawdown comparison chart since January 1871.

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Warren Buffett Portfolio
US Stocks Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-84.60% Sep 1929 Jun 1932
-79.29% Sep 1929 Jun 1932
-50.84% Nov 2007 Feb 2009
-45.86% Jan 1973 Sep 1974
-45.52% Nov 2007 Feb 2009
-43.94% Sep 2000 Sep 2002
-40.52% Jan 1973 Sep 1974
-39.67% Sep 2000 Sep 2002
-34.11% Apr 1876 Jun 1877
-30.50% Apr 1876 Jun 1877
-30.27% Oct 1906 Nov 1907
-30.14% Oct 1906 Nov 1907
-30.06% Dec 1968 Jun 1970
-29.34% Sep 1987 Nov 1987
-27.35% Sep 1987 Nov 1987
-27.16% Oct 1902 Oct 1903
-26.86% Feb 1893 Aug 1893
-26.19% Dec 1968 Jun 1970
-25.03% Dec 1916 Dec 1917
-24.81% Jan 2022 Sep 2022

Yearly Returns

Yearly return comparison. Common historical serie start from January 1871.

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Year Warren Buffett Portfolio US Stocks Portfolio
2022
-17.78% -18.71%
2021
+24.59% +25.67%
2020
+19.19% +21.03%
2019
+28.46% +30.67%
2018
-3.84% -5.21%
2017
+19.83% +21.21%
2016
+10.69% +12.83%
2015
+0.96% +0.36%
2014
+12.08% +12.54%
2013
+29.44% +33.45%
2012
+14.59% +16.45%
2011
+1.43% +0.97%
2010
+14.55% +17.42%
2009
+24.66% +28.89%
2008
-32.35% -36.98%
2007
+6.30% +5.37%
2006
+14.32% +15.69%
2005
+5.58% +6.31%
2004
+9.73% +12.79%
2003
+25.87% +30.75%
2002
-19.13% -20.47%
2001
-10.04% -10.97%
2000
-7.27% -10.57%
1999
+19.15% +23.81%
1998
+26.49% +23.26%
1997
+30.52% +30.99%
1996
+21.03% +20.96%
1995
+34.91% +35.79%
1994
+1.01% -0.17%
1993
+9.53% +10.62%
1992
+7.36% +9.11%
1991
+28.35% +32.39%
1990
-2.00% -6.08%
1989
+29.38% +28.12%
1988
+15.17% +17.32%
1987
+4.71% +2.61%
1986
+17.29% +14.57%
1985
+29.49% +31.27%
1984
+6.99% +2.19%
1983
+19.96% +22.66%
1982
+21.09% +20.50%
1981
-3.26% -4.15%
1980
+29.60% +33.15%
1979
+17.05% +24.25%
1978
+5.62% +8.45%
1977
-6.77% -3.36%
1976
+22.58% +26.47%
1975
+34.14% +37.82%
1974
-23.54% -27.81%
1973
-14.10% -18.18%
1972
+17.45% +17.62%
1971
+13.67% +17.63%
1970
+4.95% +4.79%
1969
-7.28% -10.28%
1968
+10.36% +13.39%
1967
+21.92% +27.39%
1966
-8.57% -8.73%
1965
+11.37% +14.20%
1964
+15.12% +16.40%
1963
+20.68% +21.15%
1962
-7.50% -9.62%
1961
+24.37% +26.94%
1960
+1.29% +0.92%
1959
+10.87% +12.78%
1958
+39.17% +44.81%
1957
-9.21% -9.93%
1956
+6.10% +8.51%
1955
+28.33% +25.72%
1954
+47.42% +50.59%
1953
-0.68% +0.66%
1952
+16.84% +13.62%
1951
+22.18% +20.75%
1950
+27.56% +30.33%
1949
+16.43% +19.97%
1948
+4.72% +2.36%
1947
+4.83% +3.84%
1946
-7.24% -6.27%
1945
+32.94% +38.22%
1944
+17.83% +21.23%
1943
+23.35% +27.90%
1942
+19.04% +16.72%
1941
-10.47% -10.09%
1940
-8.93% -7.16%
1939
-0.71% +2.33%
1938
+30.06% +28.38%
1937
-31.63% -34.85%
1936
+29.65% +33.65%
1935
+42.64% +46.29%
1934
-1.85% +2.31%
1933
+47.84% +57.18%
1932
-7.22% -8.65%
1931
-39.39% -44.12%
1930
-22.03% -28.35%
1929
-7.44% -11.30%
1928
+39.15% +38.68%
1927
+33.87% +33.33%
1926
+10.43% +11.46%
1925
+26.87% +25.78%
1924
+23.76% +27.03%
1923
+4.17% +5.38%
1922
+25.52% +29.04%
1921
+14.22% +10.09%
1920
-17.37% -14.01%
1919
+19.03% +19.62%
1918
+23.53% +18.16%
1917
-22.57% -18.65%
1916
+8.31% +8.05%
1915
+32.47% +31.16%
1914
-2.69% -5.46%
1913
-8.10% -4.77%
1912
+7.42% +7.12%
1911
+5.58% +3.47%
1910
-6.56% -3.44%
1909
+17.29% +16.09%
1908
+41.02% +39.43%
1907
-26.28% -24.23%
1906
+6.52% +0.60%
1905
+17.87% +21.23%
1904
+28.41% +32.12%
1903
-12.70% -17.14%
1902
+4.74% +8.21%
1901
+24.93% +19.40%
1900
+10.87% +20.75%
1899
+8.97% +3.64%
1898
+21.34% +29.23%
1897
+15.72% +20.31%
1896
+2.13% +3.20%
1895
+4.21% +4.95%
1894
+2.30% +3.58%
1893
-13.61% -18.85%
1892
+5.62% +6.08%
1891
+21.07% +18.83%
1890
-8.74% -6.20%
1889
+7.15% +7.03%
1888
+2.28% +3.28%
1887
-1.95% -0.70%
1886
+11.65% +11.92%
1885
+24.10% +29.98%
1884
-11.59% -12.37%
1883
-2.16% -5.53%
1882
+2.42% +3.58%
1881
+7.13% +0.18%
1880
+22.34% +26.50%
1879
+44.89% +49.29%
1878
+10.78% +16.25%
1877
-3.06% -1.12%
1876
-10.41% -14.18%
1875
+2.65% +5.35%
1874
+9.72% +4.67%
1873
-5.05% -2.53%
1872
+12.20% +11.12%
1871
+11.39% +15.59%
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